HIIFS
AZPN

Harel Insurance Investments & Financial Services’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-160
Closed -$72K – 848
2021
Q2 		$72K Buy
+160
New +$72K ﹤0.01% 689
2021
Q1 		– Sell
-425
Closed -$178K – 926
2020
Q4 		$178K Hold
425
– – ﹤0.01% 511
2020
Q3 		$54K Buy
+425
New +$54K ﹤0.01% 451
2019
Q4 		– Sell
-1,000
Closed -$123K – 586
2019
Q3 		$123K Buy
+1,000
New +$123K 0.01% 233

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AZPN Position: Q3 2021 in Review

Harel Insurance Investments & Financial Services sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2021, closing a stake of 160 shares — an estimated $72K sold.

Harel Insurance Investments & Financial Services first reported a position in AZPN in Q3 2019 and held it in 4 quarters. The position peaked at $178K in Q4 2020. 349 funds tracked by Wall St. Rank hold AZPN as of Q3 2021.

  • Harel Insurance Investments & Financial Services reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 160 ASPEN TECHNOLOGY INC shares in Q3 2021, an estimated $72K.
  • Harel Insurance Investments & Financial Services first reported a position in ASPEN TECHNOLOGY INC in Q3 2019 and held it in 4 quarters.
  • Harel Insurance Investments & Financial Services's ASPEN TECHNOLOGY INC position peaked at $178K in Q4 2020.
  • 349 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2021, filed 25 Oct 2021.